Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE ADVISORS II NO CDSC C SHARES Tactical Asset Allocation Moderate | NA | 6.75% | 2.18% | 5.99% | 3.62% | 5.44% | 8.11% | … | … |
Data as of 08/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE ADVISORS II NO CDSC C SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 11/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 6.75 | 2.18 | 5.99 | 3.62 | 5.44 | 8.11 | … | … | 5.22 | 4.94 | -5.23 | 10.31 | 11.86 | 13.78 | -10.96 | 8.24 | 3.28 | -3.69 | 1.67 | 12.35 | 11.26 | 2.16 | 9.37 | 14.45 | 12.03 | 18.81 | 16.08 | 15.54 | 17.15 | 21.50 | 1.21 | 2.38 |
| Sharpe Ratio | NA | -0.09 | -0.27 | 0.28 | 0.20 | NA | NA | … | … | -0.14 | 0.10 | -0.53 | 1.01 | 0.62 | 1.68 | -1.30 | 1.37 | 0.37 | -0.46 | 0.21 | 1.59 | 1.57 | 0.19 | 0.94 | 1.44 | 1.53 | 1.50 | 1.54 | 2.29 | 1.86 | 3.39 | 0.02 | 0.01 |
| Standard Deviation(%) | NA | 7.19 | 9.53 | 11.90 | 10.11 | NA | NA | … | … | 7.26 | 7.21 | 12.43 | 10.17 | 18.69 | 7.35 | 9.47 | 5.55 | 8.31 | 8.11 | 7.76 | 7.74 | 7.13 | 11.51 | 9.83 | 9.96 | 7.25 | 10.58 | 8.34 | 5.83 | 8.69 | 6.14 | 5.53 | 5.97 |
| Draw Down(%) | NA | 4.66 | 16.24 | 24.53 | 25.10 | NA | NA | … | … | 4.66 | 5.07 | 16.24 | 5.56 | 24.53 | 3.87 | 16.84 | 3.62 | 7.20 | 10.18 | 7.22 | 9.03 | 5.42 | 11.04 | 8.38 | 6.21 | 4.36 | 9.07 | 12.15 | 5.17 | 10.29 | 3.30 | 6.52 | 5.14 |
| Yield(%) | NA | 3.64 | 3.17 | 4.22 | 4.06 | NA | NA | … | … | 0.55 | 3.62 | 2.63 | 3.26 | 5.34 | 6.37 | 6.60 | 1.38 | 2.17 | 4.89 | 4.43 | 1.36 | 4.24 | 3.77 | 2.27 | 3.73 | 4.35 | 9.65 | 4.69 | 6.42 | 4.45 | 5.11 | 4.88 | 5.44 |
Data as of 08/30/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE ADVISORS II NO CDSC C SHARES Tactical Asset Allo |
-2.36%
Mar 2017 – Mar 2020 |
-2.12%
Mar 2015 – Mar 2020 |
2.49%
Mar 2010 – Mar 2020 |
4.97%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE ADVISORS II NO CDSC C SHARES Tactical Asset Allo |
21.77%
Apr 2003 – Apr 2006 |
19.30%
Mar 2003 – Mar 2008 |
14.47%
Apr 2003 – Apr 2013 |
10.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart